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Lennar Class A

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Moran Wealth Management
Florida
$492K -$85.6K -790 -15%
IDA
552
Intelligence Driven Advisers
California
$491K -$867 -8 -0.2%
BP
553
Ballentine Partners
Massachusetts
$489K +$162K +1,493 +51%
PWM
554
Perigon Wealth Management
California
$483K +$17.3K +160 +4%
MC
555
Moors & Cabot
Massachusetts
$482K -$4.33K -40 -0.9%
EFG
556
Everhart Financial Group
Ohio
$481K -$78K -720 -14%
AF
557
Arrow Financial
New York
$479K -$410K -3,781 -47%
GBT
558
Grove Bank & Trust
Florida
$476K -$6.61K -61 -1%
AWA
559
Aaron Wealth Advisors
Illinois
$467K -$55.6K -513 -11%
FFM
560
Forum Financial Management
Illinois
$467K +$325 +3 +0.1%
KeyBank National Association
561
KeyBank National Association
Ohio
$466K -$68.4K -631 -13%
CCA
562
Cypress Capital Advisors
Tennessee
$465K +$27.3K +252 +6%
AWA
563
Arkadios Wealth Advisors
Georgia
$461K -$18.4K -170 -4%
RA
564
RFG Advisory
Alabama
$461K -$27.3K -252 -6%
GC
565
Gilbert & Cook
Iowa
$461K +$217 +2 +0%
PFG
566
PAX Financial Group
Texas
$461K -$197K -1,819 -30%
GM
567
GeoWealth Management
Illinois
$461K +$367K +3,391 +438%
SCA
568
Snowden Capital Advisors
New York
$458K -$151K -1,392 -25%
CWM
569
Chemistry Wealth Management
New York
$457K +$147K +1,358 +49%
Vontobel Holding
570
Vontobel Holding
Switzerland
$457K -$657K -6,062 -59%
VSQM
571
V-Square Quantitative Management
Illinois
$453K +$34.3K +317 +8%
IC
572
IEQ Capital
California
$450K +$441K +4,067 New
NG
573
Norden Group
Utah
$449K -$19.7K -182 -4%
CFAM
574
Center For Asset Management
Florida
$448K -$14.3K -132 -4%
PP
575
Prudential plc
United Kingdom
$447K